Portfolio Management Services (PMS)Compare Schemes
Fortuna One: Long term Capital Compounding Approach vs Right Horizons - Perennial
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Fortuna One: Long term Capital Compounding Approach
Right Horizons - Perennial
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.05%
−0.19%
6 Months
16.98%
11.46%
1 Year
13.25%
8.21%
3 Years
23.80%
12.09%
5 Years
—
11.81%
Since Inception
27.59%
13.34%
Fund Age
3 yrs 1 mo
5 yrs 3 mo
AUM
₹90.57 Cr
₹34.29 Cr
Alpha – 1 Year
8.53%
5.23%
Alpha – 3 Years
11.71%
0.21%
Information Ratio – 3 Years
—
0.17
Volatility – 1 Year
28.81%
24.84%
Volatility – 3 Years
28.81%
21.42%
Beta – 1 Year
—
1.25
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
0.51
0.21
Sharpe Ratio – 3 Years
0.51
0.49
Worst Rolling Year
—
7.11%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−15.75%
−34.77%
Recovery Period
36 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 5% · M 7% · S 69%
Number of Stocks
—
37
Portfolio P/E
—
52.15
Top 5 Holdings
—
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
—
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2.5% / 0% / 0%